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Date and Time

Location

Refund Policy

Refunds up to 7 days before event

Event description

Description

This hands‐on seminar focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. During this seminar, participants will build a financial model. The course material includes model design, logic, construction, financial concepts and accounting treatment. Using switches to create effective scenarios and value drivers, forecasting to build-up revenues and expenses and more will be explained. You will leave this seminar with increased financial modeling skills and knowledge of industry best practices.

Topics Include

Designing and incorporating a company’s financial statements

Constructing all necessary schedules, including capex, depreciation, working capital, income tax, debt and shareholders’ equity

Using lookup functions within a financial model to effectively extract information

Creating a robust bank operating line (revolving credit facility)

Designing and incorporating a cash sweep for a company’s revolver

Balancing a company’s balance sheet

Who Will BenefitThis seminar is designed for anyone who wish to improve their financial modeling skills and those involved in preparing financial budgets, forecasts and business valuations.

Eligible for CFA & CPA professional development hours.

Building a Financial Model (of a Company) also serves as a preparatory course for the Advanced Financial Modeler (AFM) exam. See www.fminstitute.com for more information.

Date & TimeWednesday, January 30, 20198:30 am to 5:00 pm

Special Instructions

Attendees must bring their own laptop with access to Excel.

Attendees should have a solid grasp of basic accounting fundamentals and proficiency with Excel prior to attending.

*Please note that student pricing is available. To obtain a 40% discount, please email a scanned copy or photo of your student ID that clearly shows your name and expiration date to info@marqueegroup.ca. Once we confirm your status as a current full-time student, we will provide you with a student discount code.